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Fidelity Fundamental Large Cap Growth ETF

36 hedge funds and large institutions have $50.3M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $39M → $50.3M (+$11.3M)

6% more funds holding

Funds holding: 3436 (+2)

0.43% more ownership

Funds ownership: 21.43%21.86% (+0.43%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$15.5M +$2.46M +141,667 +21%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.7M +$802K +46,153 +7%
FMN
3
Financial Management Network
California
$3.26M +$123K +7,078 +4%
IAS
4
Investment Advisory Services
Texas
$2.95M +$81.3K +4,678 +3%
AWS
5
Atria Wealth Solutions
New York
$2.25M +$309K +17,764 +18%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.84M +$1.47M +84,405 +665%
AAS
7
Avantax Advisory Services
Texas
$1.66M +$27.9K +1,606 +2%
ELI
8
Empire Life Investments
Ontario, Canada
$1.1M +$323K +18,600 +47%
MSWM
9
McGlone Suttner Wealth Management
Wisconsin
$960K +$11.3K +650 +1%
CAN
10
Cetera Advisor Networks
California
$870K +$20.2K +1,160 +3%
LNC
11
Lincoln National Corp
Pennsylvania
$756K +$3.34K +192 +0.5%
CA
12
Cetera Advisors
Colorado
$692K +$21.1K +1,217 +3%
RWP
13
RWA Wealth Partners
Massachusetts
$634K +$8.46K +487 +1%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$607K -$7.8K -449 -1%
Stifel Financial
15
Stifel Financial
Missouri
$576K
SS
16
Sunbelt Securities
Texas
$463K +$184K +10,580 +77%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$388K -$368K -21,159 -51%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$367K +$2.67K +154 +0.8%
RA
19
RFG Advisory
Alabama
$344K -$85.3K -4,909 -21%
P
20
&Partners
Tennessee
$338K -$7.75K -446 -2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$316K +$17.4K +1,000 +6%
Morgan Stanley
22
Morgan Stanley
New York
$263K +$120K +6,927 +100%
AWM
23
Avaii Wealth Management
Wisconsin
$233K +$214K +12,300 New
CB
24
Cadence Bank
Mississippi
$228K +$209K +12,042 New
Two Sigma Investments
25
Two Sigma Investments
New York
$203K +$186K +10,700 New

FFLG Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q4 2023, worth a combined $50.3M — up 29% from $39M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FFLG positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.46M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $520K sold.

  • 36 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $50.3M of Fidelity Fundamental Large Cap Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 6 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q4 2023 was Kestra Advisory Services, an estimated $2.46M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q4 2023 was Flow Traders U.S., an estimated $520K sold.

Based on aggregated 13F filings for Q4 2023.